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With college costs climbing steadily, many parents are wondering how they can possibly keep up. The good news is that with thoughtful planning and the right tools, you can prepare for future education expenses without compromising your retirement or overall financial health. One of the most effective tools available is the 529 college savings plan. […]

Loan payoff can feel overwhelming, especially when you’re juggling student loans, car payments, or a mortgage. But financial freedom doesn’t have to come at the cost of your peace of mind. With a strategic approach, you can pay off debt faster while keeping your finances on track. At Great Plans Capital Management, we guide clients

Let’s talk about something that’s on a lot of people’s minds these days: inflation and tariffs. You’ve probably heard these terms thrown around a lot, but what do they actually mean for your investments? These elements can introduce volatility and uncertainty, yet with a well-informed perspective and strategic approach, they need not be a cause

Figuring out how much you need to save for retirement is a big question, and honestly, there’s no magic number that works for everyone. It depends on your lifestyle, when you want to retire, and how you envision your future. At Great Plans Capital Management, we believe in a practical approach, so let’s break down

Student loans and savings can feel like walking a tightrope, especially for young professionals or those who’ve recently pursued further education. It’s a common concern: how do you balance the urgency of paying off debt with the equally important goal of building a secure financial future? At Great Plans Capital Management, we understand these challenges,

The start of your career can be a stressful but also exciting time, filled with new opportunities and experiences. It’s also a crucial period for laying the foundation for your financial future. Many young professionals might think that financial planning is something to worry about later, but the truth is, the earlier you begin, the

At Great Plans Capital Management, we believe that first understanding your finances is a crucial step toward achieving your financial goals. Let’s chat about something that often comes up in financial discussions: debt. Now, debt can sometimes feel like a daunting word, but it’s not always a negative thing. In fact, there can be a

Paying for college ranks high on the list of financial concerns for many families. With tuition costs rising every year and student debt often taking decades to pay off, parents are understandably eager to find ways to make higher education more affordable for their children. Although there is no single magic solution, a proactive approach